Lenox Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13
| Closed | -$2K | – | 823 |
|
|
2021
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 709 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | -$1K | – | 804 |
|
|
2019
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 667 |
|
|
2018
Q1 | – | Sell |
-2,036
| Closed | -$190K | – | 547 |
|
|
2017
Q4 | $190K | Buy |
+2,036
| New | +$190K | 0.05% | 47 |
|
|
2016
Q1 | – | Sell |
-53
| Closed | -$4K | – | 297 |
|
|
2015
Q4 | $4K | Hold |
53
| – | – | ﹤0.01% | 248 |
|
|
2015
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 283 |
|
|
2015
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 243 |
|
|
2015
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 256 |
|
|
2014
Q4 | $4K | Sell |
53
-53
| -50% | -$4K | ﹤0.01% | 263 |
|
|
2014
Q3 | $7K | Hold |
106
| – | – | ﹤0.01% | 199 |
|
|
2014
Q2 | $7K | Hold |
106
| – | – | ﹤0.01% | 152 |
|
|
2014
Q1 | $7K | Hold |
106
| – | – | ﹤0.01% | 145 |
|
|
2013
Q4 | $6K | Hold |
106
| – | – | ﹤0.01% | 216 |
|
|
2013
Q3 | $6K | Sell |
106
-176
| -62% | -$9.96K | 0.01% | 144 |
|
|
2013
Q2 | $16K | Buy |
+282
| New | +$16K | 0.02% | 78 |
|